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Our team

Our experts work together to create an experience that extends an independent advisor’s value proposition.

We understand the advice business. Our team brings together experts from different disciplines who know how to create an exceptional advisor and investor experience.

Head of Advisor Services

Managing Director, North Region

Managing Director of Advisor Experience Technology

Managing Director, West Region

Head of Products and Solutions

Managing Director, RIA Client Experience, Business Development, and Strategy

Head of Sales and Experience

Head of Portfolio Management Experience

Managing Director, Central Region

Head of Practice Management

Managing Director, National Accounts

Head of Digital Engagement

Managing Director, South Region

Managing Director of Custody and Integration

Head of Advisor Service and Operations

Executive Vice President, Independent Advisor Solutions by SEI

Head of Investment Products and Personalization

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